In the Perspective Name field, enter the name of the perspective. optional In the Description field, enter a description of the perspective. Click the Set User button to display the In the Focus area, specify whether the focus of the perspective is financ
3. In the Perspective Name field, enter the name of the perspective.
4. optional In the Description field, enter a description of the perspective.
5. Click the Set User button to display the
Select Business Owner dialog , where you select the business owner. By default, the business owner is the creator of the scorecard.6. In the Focus area, specify whether the focus of the perspective is financial or
internal facing. 7. Add related documents, as appropriate. See Related Documents area .8. Click Save.
The perspective displays in the Perspectives pane . You can now associate initiatives, objectives, and KPIs with this custom perspective. You associate an initiative and objective with a perspective when you create or edit the initiative or objective. See Creating Initiatives and Creating Objectives . You associated a KPI with a perspective when you edit the details of the KPI. See Working with KPI Details . What Are Key Performance Indicators KPIs? A KPI represents the result of a business measure for example, Product Sales or Operational Costs evaluated against a target for that measure. You can use KPIs to assess the progress of the objectives and initiatives that form levels of organizational strategy. You can create KPIs that you need: ■ Within a scorecard. This enables you to create the KPIs as you are creating or editing the scorecard. ■ Outside a scorecard. This enables you to create the KPIs in advance of creating or editing a scorecard. For information on KPIs and how to create them, see Chapter 11, Using KPIs and KPI Watchlists. What Are KPI Watchlists? A KPI watchlist is a set of KPIs whose performance you want to monitor. You can create KPI watchlists: ■ Within a scorecard. You create a KPI watchlist within a scorecard to help you view and investigate the progress of the objectives and initiatives. Watchlists that you create within scorecard are saved as part of the scorecard. ■ Outside a scorecard. This enables you to create a KPI watchlist in advance of creating or editing a scorecard. Watchlists that you create outside a scorecard are saved as standalone objects in the Oracle BI Presentation Catalog. For information on KPI watchlists and how to create them, see Chapter 11, Using KPIs and KPI Watchlists. Scorecarding 12-11 What Are Objectives? Objectives are the required or desired outcomes that form your corporate strategy. You can create an objective for: ■ An entire organization, for example, Oracle Corporation ■ A department, for example, Sales department When you create an objective, you assign it one or more KPIs that are to be used to measure its progress and performance. For example, you can measure the progress and performance of an objective named Improved Customer Satisfaction by assigning it the following KPIs: ■ Average Customer Survey Satisfaction Score ■ Number of Customer Complaints KPIs For more information on KPIs, see Chapter 11, Using KPIs and KPI Watchlists. Within a scorecard, you also create the initiatives that are required to meet the objectives. For more information on initiatives, see What Are Initiatives? Objectives that you create are displayed hierarchically in the Strategy pane . The root objective represents the entity that you are scorecarding, that is the entire organization or a department. The KPIs that are assigned to assess the performance of objectives are displayed below the objectives in the Strategy pane. The Strategy pane also shows the statuses of objectives and KPIs using the appropriate colors and icons that you specified for assessment mappings. For more information on assessment mappings, see Defining Assessment Mappings for Scorecards . For information on creating objectives, see Creating Objectives . Creating Objectives You can create one or more objectives. Objectives that you create should be measurable using KPIs and strategically relevant. For more information about objectives, see What Are Objectives? To create an objective: 1. Edit the scorecard for which you want to create an objective. For information, see Opening or Editing Scorecards . 2. In the Strategy pane : ■ If the objective that you want to create can be independently achieved, then select the root objective. ■ If the objective that you want to create is required to meet a higher-level objective, then select the higher-level objective.3. Click the Create Objective toolbar button or right-click and select Create
Parts
» Oracle Fusion Middleware Online Documentation Library
» Click Sign In. One of the following pages depending on what has been
» Click OK. Oracle Fusion Middleware Online Documentation Library
» Navigate to the analysis to edit and click the Edit link. The analysis is displayed in
» Click Done. Oracle Fusion Middleware Online Documentation Library
» To set the properties of the table or pivot table, click the Table View Properties or
» Click OK. To set the properties of the gauge view, click the Edit Gauge Properties on the
» Specify the appropriate options in the dialog, and click OK.
» In the View for Text Delivery box, select the compound layout to which you Click OK.
» In the Primary Interaction box in the Value area, select Send Master-Detail Click OK. Click OK.
» Click OK. Navigate to the dashboard to edit and click the Edit link.
» Click the Save toolbar button.
» Click the Page Options toolbar button on the dashboard page and select Edit Click OK.
» Click Tools and then select Publish Page to Dashboard. Click OK.
» Click the Page Options toolbar button on the dashboard page and:
» Click OK. Select the named filter and click the Add More Options button. The Click OK.
» When the calculated item or group is complete, click OK.
» Click OK. The prompt is displayed in the
» Create a new dashboard or open an existing dashboard and click the Edit
» Click the Import Formatting toolbar button.
» Click the More link for the agent and select one of the following options:
» Click OK. Click the Subscribe to RSS feed button located to the left of the Clear All
» Click the Create New Action button displayed as the Add New Action button in
» Click the Create Initiative toolbar button or right-click and select Create Click Save.
» Click Save. Oracle Fusion Middleware Online Documentation Library
» If you made any changes, then click Save.
» Click Search. Oracle Fusion Middleware Online Documentation Library
» Perform a task: Oracle Fusion Middleware Online Documentation Library
» In the Action menu, tap Add to Favorites.
» In the Action menu, tap Run Agent.
» Click the button that is labeled Update or a similar name that indicates that write
» Click OK to close the Preferences dialog.
» Press CTRL+ALT+G to display the Skip to Content link.
Show more